Overview

Headquarters
Wethersfield, CT
Total Firm Assets
$475 million
Average High-Net-Worth Client Portfolio Size
$2.1 million

Fee Disclosure

Source: HAMMOND ILES WEALTH ADVISORS (2026-02-09) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.99%
$1,000,001 $4,000,000 0.75%
$4,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $9,900 0.99%
$5 million $37,400 0.75%
$10 million $62,400 0.62%
$50 million $262,400 0.52%
$100 million $512,400 0.51%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
54.98%
Number of High-Net-Worth Clients
127
Total Client Accounts
2,324
Discretionary Accounts
2,324

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number
136372

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions